# New Patient Intake & Chart Prep for Urgent Care Managers

> AI sends the intake packet via DocuTAP, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

- **Role:** [Urgent Care Manager](https://calish.com/workflows/for/urgent-care-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Urgent Care](https://calish.com/workflows/specialty/urgent-care/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-urgent-care-manager/

## The Problem

New Urgent Care patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.

## What We Build

AI sends the intake packet via DocuTAP, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

## Tools & Integrations

- DocuTAP
- Experity
- athenahealth
- Google Drive

## How It Works

1. **Discovery call.** We map your current new patient intake & chart prep process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [DocuTAP](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-urgent-care-manager-with-docutap/) — New Patient Intake & Chart Prep built natively in DocuTAP
- [Experity](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-urgent-care-manager-with-experity/) — New Patient Intake & Chart Prep built natively in Experity
- [athenahealth](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-urgent-care-manager-with-athenahealth/) — New Patient Intake & Chart Prep built natively in athenahealth

## Related Workflows

- [Claim Denial Appeal for Urgent Care Managers](https://calish.com/workflows/claim-denial-appeal-for-urgent-care-manager/)
- [Referral Management & Loop Closure for Urgent Care Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-urgent-care-manager/)
- [No-Show Reduction & Recall for Urgent Care Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-urgent-care-manager/)
- [Chart Closure & Encounter Documentation for Urgent Care Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-urgent-care-manager/)
- [Coding & CDI Quality Check for Urgent Care Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-urgent-care-manager/)
- [Insurance Eligibility Verification for Urgent Care Managers](https://calish.com/workflows/insurance-eligibility-verification-for-urgent-care-manager/)

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